Director/owner · Actitrust Wealth Management LLC
Alejandro Yanes
CRD 6692583 · Named on Form ADV at one SEC-registered adviser
At a glance
Actitrust Wealth Management LLC, an SEC-registered asset manager based in Plantation, FL with $141 million in regulatory assets, lists Alejandro Yanes on its Form ADV as Director/owner, a control person.
Firms and roles
- Actitrust Wealth Management LLCDirector/ownerAsset manager · Plantation, FL · $141M in regulatory assets
AtlasMembers
Alejandro’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Alfredo J. YanesChief Compliance Officer, Actitrust Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alejandro’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.